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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,169 | $149,040-43.5% | $120,225-30.0% | $137,256-38.7% |
| Participation rate | 50.0% | 75.4%-25.4pp | 69.6%-19.6pp | 80.0%-30.0pp |
| Annual return | 19.68% | 605.68%-586.0pp | 439.23%-419.5pp | 220.34%-200.7pp |
| Employer contribution / active EE | $4,472 | $4,350+2.8% | $3,475+28.7% | $4,156+7.6% |
| Participant deferral / active EE | $3,855 | $4,655-17.2% | $3,999-3.6% | $6,407-39.8% |
| Admin fee / account holder | $328 | $6,348-94.8% | $5,696-94.2% | $12,270-97.3% |